Portfolio Attention
Continuous monitoring across the portfolio. The COE compares live metrics against each company's configured thresholds, flags breaches and explains the trigger — so HQ can step back from daily operations and step in only when the data says so.
AccessCoAttention Required
Automatic Doors & Access Systems · Acquired Mar 2024 · Steady state
Revenue down 14% over trailing 3 months
Actual -14%Threshold decline > 10%Xero
Gross margin 5.4pts below the 33% target
Actual 27.6%Threshold within 5pts of 33%Xero
AR overdue increased to 21%
Actual 21%Threshold ≤ 20%Xero
Sales pipeline coverage below target
Actual 2.4xThreshold ≥ 3xHubSpot
3 consecutive months below budget
Actual 3 monthsThreshold ≤ 2 monthsXero
Rev YTD S$13.1m · GM 27.6%
Engel's SenseHealthy
Premium Fragrance & Ambience · Acquired Sep 2024 · Steady state
- Revenue +6% over trailing 3 months
- Gross margin 46% vs 42% target
- Pipeline coverage 3.6x (target 3x)
- AR overdue 11.8% — within 20% threshold
Rev YTD S$8.4m · GM 46%
Monitoring thresholds
Configured per company — the engine detects variance, then flags and explains it. AI is used only to summarise, never to decide.
| Threshold | AccessCo | Engel's Sense | Source |
|---|---|---|---|
| Revenue decline (trailing 3m) | > 10% | > 10% | Xero |
| Gross margin vs target | 33% ± 5pts | 42% ± 5pts | Xero |
| Minimum cash balance | S$600k | S$400k | Xero / Bukku |
| AR overdue | > 20% | > 20% | Xero |
| Pipeline coverage | < 3x | < 3x | HubSpot |
| Customer concentration (top 3) | > 45% | > 55% | HubSpot |
| Consecutive budget misses | > 2 | > 2 | Xero |
Each new portfolio company inherits the default threshold set and can override any value — no code change required.
COE AnalysisBased on:XeroHubSpotCOE Analysis
AccessCo breached five thresholds this month. The dominant driver is project revenue: trailing-3-month revenue is down 14% while After Sales and Maintenance held flat, so the decline is concentrated in the Projects stream. Margin compression (27.6% vs 33% target) and AR overdue at 21% compound the cash effect — cash cover is now under one month of outflows. Suggested HQ intervention: a pricing and collections review before the September QBR. Engel's Sense remains within all thresholds and requires no intervention.
Operating model
Where the COE fits
1Acquire SME
290-day integration
3Appoint / support GM
4Steady-state operations
5HQ steps back — COE monitors
The COE continuously watches steady-state companies and brings HQ attention back only on exception.